We are live on ! Find out more
XLF icon

State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1476
Cyndeo Wealth Partners
Florida
$231K -$80.9K -1,552 -25%
CS
1477
Capital Square
Tennessee
$231K -$25.3K -485 -10%
FSAG
1478
Financial Solutions Advisory Group
Illinois
$231K +$243K +4,671 New
SIM
1479
Synergy Investment Management
Florida
$230K +$21.9K +420 +10%
CFS
1480
Coordinated Financial Services
Colorado
$230K -$76.5K -1,468 -24%
SOS
1481
Silver Oak Securities
Tennessee
$229K -$96.7K -1,855 -29%
CAM
1482
Claret Asset Management
Quebec, Canada
$229K -$1.93K -37 -0.8%
APW
1483
Axim Planning & Wealth
Ohio
$229K -$55.5K -1,065 -19%
AC
1484
Apella Capital
Connecticut
$229K +$227K +4,360 New
QP
1485
Quartz Partners
New York
$229K -$18.8K -361 -7%
OCM
1486
Orion Capital Management
California
$228K +$52 +1 +0%
RH
1487
RFG Holdings
Texas
$228K – – –
KWA
1488
Kellett Wealth Advisors
Ohio
$228K +$313 +6 +0.1%
CL
1489
CIM LLC
New York
$228K -$5.78K -111 -2%
AT
1490
American Trust
Kentucky
$227K -$12.4K -238 -5%
SAM
1491
Smartleaf Asset Management
Massachusetts
$227K +$94.3K +1,809 +63%
CT
1492
Colonial Trust
South Carolina
$227K – – –
ACM
1493
AUA Capital Management
Pennsylvania
$227K – – –
G
1494
GenTrust
Florida
$226K -$730K -14,011 -75%
SPWM
1495
Straight Path Wealth Management
Michigan
$226K +$834 +16 +0.4%
VWM
1496
Vigil Wealth Management
Florida
$226K – – –
LFIA
1497
Legacy Financial Independent Advisors
Kentucky
$226K +$238K +4,569 New
MG
1498
Mather Group
Illinois
$225K -$28.4K -545 -11%
FNBTCON
1499
First National Bank & Trust Co of Newtown
Pennsylvania
$225K – – –
SM
1500
Sweeney & Michel
California
$224K +$1.15K +22 +0.5%
58 59
60
61 62